> ## Documentation Index
> Fetch the complete documentation index at: https://helpdocs.servinix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Schedule a job

> How a Servinix dispatcher creates and assigns a new job to a technician from the Jobs activity board in the portal, including time and skill matching.

# Schedule a job

Create a new job on the Jobs activity board and assign it to a technician so it appears in their schedule immediately.

## Before you start

* You must have **Dispatcher** or **Admin** role. The Dispatch menu item is only visible to accounts with Dispatch access.
* The customer record must already exist in Servinix. If not, create it first from the **Customer** page.
* Confirm the technician you plan to assign is active in the system (Settings → Users).

## Steps

1. In the portal left navigation, click **Jobs** (or **Dispatch**). Both routes open the Jobs activity board at `/jobs/activity`.
2. On the activity board, click **+ New Job** (top-right area of the board).
3. In the new job form, fill in the required fields:
   * **Customer** — search by name, email, or phone to select the customer record.
   * **Service type** — choose or type the type of service being performed.
   * **Scheduled date and time** — set the date and start time for the job.
   * **Service address** — confirm or select the customer site where work will occur.
4. In the **Assign to** field, select the technician who will perform the job.
5. Optionally, add a **Job description**, attach **Task templates**, set **Priority**, and add any internal notes.
6. Click **Save** (or **Create job**) to confirm.

## Result / verify

The new job appears on the activity board assigned to the selected technician. The technician's Schedule tab in the Servinix app will show the job on the correct date. If the job should start immediately, the technician receives a push notification.

## Troubleshooting

**"Dispatch access required" error when opening Jobs or Dispatch.** Your account role does not have Dispatch permission. Ask your admin to update your role in Settings → Roles.

**Technician not appearing in the Assign to list.** Confirm the user is active and has a Technician role in Settings → Users.

**Portal capture note:** The Jobs activity board (`/jobs/activity`) returns a runtime error ("Something went wrong — Invalid time value") due to a stale UUID in the captured URL. The surface is confirmed to exist in the portal navigation. UI labels for the new-job form (button text, exact field names) could not be portal-verified at time of writing and should be confirmed on the next re-capture.

## Related